Inzichten en onderzoek

De meningen en onderzoeken van experts die onze beleggingsbeslissingen aansturen.

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Insights19 mrt 2025

Emerging market corporate bonds and tariffs: beyond the noise

How will tariffs affect EM corporate bonds? We turn to Mexico to show why the answer isn't as bad as some think.

7 min Lees

Insights17 mrt 2025

Investing in the 'sweet spot' of global credit

Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.

3 min Lees

Insights13 mrt 2025

Japan's Green Transformation Policy: are investors overlooking an opportunity?

Find out what this $140 billion programme means for investors

5 min Lees

Insights12 mrt 2025

China's Two Sessions: Economic strategies and investor insights

Discover the key takeaways from China's 'Two Sessions' and see how equities and bond investors are reacting. What could this mean for China's economy in 2025?

2 min Lees

Insights10 mrt 2025

Reframing sustainable investing for high-yield bonds

The scope for sustainability advancements in companies that issue high-yield bonds is high, and bond investors can play a key role in this.

4 min Lees

Insights07 mrt 2025

Fixed income: Germany unleashed

Germany has pledged to spend big on defence, infrastructure and more. We look at what this means for Europe and bond markets.

5 min Lees

Insights06 mrt 2025

February 2025 EMD Review and Outlook: resilience amid turbulence

Our summary of developments in emerging market debt in February 2025 and outlook.

4 min Lees

Insights05 mrt 2025

Five issues for sustainability investors in 2025

How will political and economic turbulence affect sustainable investing?

5 min Lees

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Global Macro Research

Global Macro Research20 mrt 2025

Global Economic Outlook: New World Order

How may US policy uncertainty impact the global economy? Discover key trends shaping the new world order. Read our latest insights.

4 min Lees

Global Macro Research19 mrt 2025

The Monthly Macro Outlook Video - March 2025

How could potential US tariffs and increased regional spending reshape the Eurozone's economy? Watch Lizzy Galbraith's analysis in our latest video.

3 min Watch

Global Macro Research12 mrt 2025

Is the US economy heading for a 'Trumpcession'?

Listen to the latest episode of Macro Bytes where we discuss whether the US economic is heading for a recession under President Trump amid elevated uncertainty, federal job cuts, and higher tariffs.

32 min Listen

Global Macro Research10 mrt 2025

Trump scenarios: What has changed?

We’ve increased the tariffs we expect in our ‘Trump 2.0’ base case and in our ‘Trump unleashed’ downside scenario, having previously marked up the probability on the latter. Accordingly, we see our ‘Trump delivers for markets’ upside scenario as less likely to occur.

1 min Lees

Global Macro Research26 feb 2025

Can Friedrich Merz solve Germany's problems?

Join us for our latest episode as we explore the results of Germany's national elections and their implications for the country's future, including coalition talks and economic challenges.

26 min Listen

Global Macro Research25 feb 2025

China Tech: DeepSeek and beyond

Discover how DeepSeek lifts the lid on China's technological advancements. You may be surprised by the country’s quiet progress in recent years. Read on to find out more.

5 min Watch

Global Macro Research24 feb 2025

German election: CDU/CSU-SPD coalition likely, but there are hurdles to debt brake reform

Friedrich Merz is very likely to head a new government that is more stable than the outgoing one and focused on a more growth-friendly policy agenda. However, the composition of the Bundestag makes reform of the debt brake to increase defence spending difficult, and the German economy will continue to face economic headwinds.

1 min Lees